stocksbrew

MTSIMTSI

Buy more

Buy more on a dip to our buy price, which is under today's $245.

  • 8 good· Earnings beat
  • 5 to watch· Funds trimming

$245.13−4.73 (−1.89%)

Price at 3:03 PM ET

After hours · opens in 17h 24mNext open: Friday, Nov 13, 9:30 AM ET

Technology · Large company

The price we'd buy MTSI at comes with a free account

It also has the whole brief, the scorecard and how the call has moved.A free account gets it on three stocks you pick, plus three long research reports a month.

What would change it

Sources

Any one could move it to Keep

Next report

  • below19%

    sales growth

Compared with the S&P 500

  • 20 points

    worse in one day

  • 45 points

    worse in five trading days

+37.4% in a year

Earnings report

Latest results

Reported Nov 5 before the open
EPS
$1.78
vs $1.68 expected, beat by 6%
The stock
−18%
On Nov 5, usually 8.1%

The news behind our call

written Oct 27, 5:19 AM ETOct 27, 5:19 AM ET · 30 articles · 12 sources
  • Current coverage does not provide a meaningful MTSI development.

  • MTSI is growing revenue and earnings faster than comparable companies.

  • Most covering analysts rate MTSI positively.

  • MTSI carries relatively little debt compared with its equity.

What changed

From Yahoo Finance, Investing.com Stock Market News, Motley Fool and 2 more

MTSI reported earnings on Nov 5.

  1. MTSI Q3 CY2026 deep dive: robust growth met by market skepticism amid supply chain and end-market shifts

    Sunday

  2. What MACOM Technology Solutions (MTSI) said on its Q4 earnings call

    Friday

  3. MTSI reported earnings

    Earnings · Nov 5

  4. MACOM (NASDAQ:MTSI) Q3 sales beat estimates but stock drops

    Nov 5

  5. MACOM reports Fiscal Fourth quarter and Fiscal year 2026 Financial results

    Nov 5

  6. Analyst ratings shifted: 1 more buy, 1 fewer hold

    14 buy, 2 hold, 0 sell, against 13 buy, 3 hold, 0 sell the month before.

    Analysts · Last month

  7. This Rock-Solid dividend ETF could be a better option than tracking the S&P 500

    Oct 27

  8. HSBC profits surge 32%, sparking fresh calls for bank taxes in the budget – business live

    Oct 27

Overview

In plain numbers

  • Revenue grew 37% from a year earlier, to $1.3B in the last twelve months.
  • It keeps 23 cents of every revenue dollar as operating profit, up from 20 cents in FY 2022.
  • It turned 22% of revenue into free cash flow: $292.7M in the last twelve months.
  • It holds $792.4M in cash and investments against $406.9M of debt, which leaves $385.5M of net cash.

Key figures

Revenue (TTM)
$1.3B
Revenue growth, 1 year
+37.3%
Net income
$335M
EPS (diluted)
$4.31
Gross margin
58.1%
Operating margin
23.1%
Return on equity
22.2%
Return on capital
20.3%
Debt / equity
0.24
Current ratio
2.53
Buyback yield
-5.07%

Key facts

Company value
$16.1B
Price / last year's earnings
77.6×
Today's range
235.20250.64
Past year's range
155.39409.68
Yesterday's close
$249.86
Swings vs the market
1.8×bigger
After hours

That's a wrap.

17hrs24min06sec

Market opens Friday, Nov 13 at 9:30 AM ET